Selecting claim for viewing the details
This page allows you to specify the search criteria using different tabs, for viewing the claim details.
Select the “View Claim” link under the “Claims” business component.
The “Select Claim” page appears.
The system displays the following:
Date & Time Format |
The format in which the date and time field is displayed. This format is displayed from the “User Preferences” business component based on the login user ID. In case the format is not defined, the system displays the date format from the “Enterprise Modeling” business component by default. |
Enter the following in the “Direct Entry” group box:
Claim # |
A unique number generated by the system identifying the claim (Alphanumeric, 40). |
Select the “View Claim Details” link provided along side to view the claim details.
To search for claims
Enter the following details in the “Search Criteria” group box:
Click the “Search Criteria” tab in the “Select Claim” page:
Refer to the topic “Entering search criteria for viewing claims” to proceed further.
Click the “Additional Search Criteria” tab in the “Select Claim” page.
Refer to the topic “Entering additional search criteria for viewing claims” to proceed further.
Search Results
Click the “Search” pushbutton to retrieve the claim details to be viewed in the multiline.
The system displays the following details in the “Search Results” multiline.
Claim # |
The number identifying the claim that is to be viewed. |
Claim Status |
The status of the claim document. |
Supplier # |
The number identifying the supplier on whom the claim is raised or initiated. |
Supplier Name |
The name of the supplier on whom the claim is raised or initiated. |
Claim Date & Time |
The date and time at which the claim is raised. |
Initiated By |
The code identifying the employee who initiated or recorded the claim. |
Total Claim Amount |
The total claim amount. |
Claim Currency |
The currency in which the claim is transacted. |
Claim Description |
The textual description of the claim. |
Claim Category |
The category to which the claim belongs. |
Claim User Status |
The user status of the claim. |
Click the hyperlinked claim # in the multiline to view the claim details.
To proceed further carry out the following:
Select the “View Claim Status History” link to view the claim status history.
Select the “View Supplier Claim Summary” link to view the supplier claim summary.
Select the “Generate Claim Report” link to generate the report containing claim details for the record selected in the multiline.